MIAN
Mariner Independent Advisor Network Portfolio holdings
AUM
$2.33B
1-Year Return
14.85%
This Quarter Return
+2.7%
1 Year Return
-14.85%
3 Year Return
+39.42%
5 Year Return
+69.2%
10 Year Return
–
AUM
$702M
AUM Growth
+$172M
(+32%)
Cap. Flow
+$152M
Cap. Flow
% of AUM
21.7%
Top 10 Holdings %
Top 10 Hldgs %
34.96%
Holding
204
New
65
Increased
61
Reduced
30
Closed
44
Top Buys
| 1 |
Vanguard Total Bond Market
BND
|
$16.1M |
| 2 |
Vanguard Growth ETF
VUG
|
$15.4M |
| 3 |
Invesco QQQ Trust
QQQ
|
$15.4M |
| 4 |
Vanguard Value ETF
VTV
|
$14.3M |
| 5 |
Invesco S&P 500 High Dividend Low Volatility ETF
SPHD
|
$10.3M |
Top Sells
| 1 |
Chevron
CVX
|
$13M |
| 2 |
iShares Core MSCI EAFE ETF
IEFA
|
$9.44M |
| 3 |
Meta Platforms (Facebook)
META
|
$8.62M |
| 4 |
iShares MBS ETF
MBB
|
$5.4M |
| 5 |
SPDR S&P Dividend ETF
SDY
|
$4.9M |
Sector Composition
| 1 | Technology | 7.7% |
| 2 | Financials | 6.46% |
| 3 | Healthcare | 4.56% |
| 4 | Communication Services | 4.23% |
| 5 | Energy | 2.74% |
